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Suzano (SUZB3) investor relations material
Suzano Conference presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Company overview and governance
Net revenue reached US$9.0 billion LTM 2Q26, with adjusted EBITDA of US$3.8 billion and a 42% margin.
Net debt stands at US$12.8 billion, with net leverage at 3.4x.
Board of Directors includes 44% independent members and 22% women, supported by multiple committees.
Listed on B3's Novo Mercado and NYSE ADR Level 2, reflecting robust governance.
Strategic positioning and market dynamics
Holds 1.7 million hectares of plantations and 13.4 million tons of market pulp capacity, serving 74 countries.
Maintains industry leadership in hardwood pulp production and competitiveness, especially in Brazil.
Focused on enhancing competitiveness, reducing operational disbursement, and deleveraging towards <2.5x net debt/EBITDA.
Strategic roadmap emphasizes extracting value from past capital allocation and positioning for leadership.
Sustainability and ESG initiatives
Sustainability embedded through eco-efficiency, genetic innovation, and nature restoration.
Targets include 15% water withdrawal reduction and 50.4% emissions cut by 2032, with significant progress on biodiversity and poverty reduction goals.
All industrial units certified, with 100% traceability and zero deforestation commitment.
- Strong financials, disciplined growth, and global expansion drive value and sustainability.SUZB3
Investor presentation - Adjusted EBITDA up 3% sequentially; free cash flow surged to R$ 3.3 billion.SUZB3
Q2 2026 - Pulp sales and prices up YoY, but profit and EBITDA fell; major tissue deal to close mid-2026.SUZB3
Q1 2026 - Record sales, strong EBITDA, and major acquisition highlight robust 2025 performance.SUZB3
Q4 2025 - Adjusted EBITDA dropped 20% YoY to R$5.2bn as lower pulp prices offset efficiency gains.SUZB3
Q3 2025 - Strong sales growth, robust cash flow, and major strategic moves marked the quarter.SUZB3
Q2 2025 - Net revenue and EBITDA surged on higher sales and FX gains, with leverage and liquidity improving.SUZB3
Q3 2024 - EBITDA up 60% YoY to R$6.3B, but net loss of R$3.8B on FX and derivative impacts.SUZB3
Q2 2024 - Net income surged to R$6.3B in 1Q25, driven by strong sales, FX gains, and cost discipline.SUZB3
Q1 2025
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